Schneider Electric Infrastructure Ltd.
•Add ratio to table
ABOUT
AI Sector View
AI GENERATEDCapital Goods
Capital goods is supported by strong public capex and still-expansionary industrial activity. Capital expenditure rose 66% YoY (2026-06), GST collections grew 8% YoY (2026-07), and the core industries Overall Index increased 5.4% YoY (2026-07). E-way bills slowed to 6% YoY (2026-07) and sector FPI flows show INR -9697 crore net outflow over 3 months to 2026-08-31, but the investment cycle and fiscal impulse remain favorable.
PROS
- Company has a good return on equity (ROE) track record: 3 Years ROE 59.6%
- Company has a healthy return on capital (ROCE) of 39.4%
- Company has delivered good sales growth of 17.4% CAGR over last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.11x)
- Company generates healthy free cash flow
- Company comfortably covers its interest (6.7x coverage)
CONS
- Recent results are weak - TTM profit is down 25.8% versus prior year
- Stock is trading at 26.5x its book value
- Valuation is stretched - P/E of 159.7 is well above its own 5-year median (95.0)
- Recurring exceptional / one-off items are inflating headline profit
- Though reporting repeated profits, the company pays out little dividend (0.0%)
- Expensive relative to growth - PEG of 8.1
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ABB | 7269.10 | 51.56 | 154038.32 | 0.54 | 3623.00 | 930.02 | 35588.70 | 1110.31 | 30.18 | 12.56 |
| CGPOWER | 910.00 | 114.69 | 143365.96 | 0.14 | 308.28 | 15.52 | 3280.81 | 13.99 | 27.94 | 12.11 |
| SIEMENS | 3960.90 | 43.07 | 141055.77 | 0.45 | 214.31 | -49.38 | 4713.70 | 8.44 | 21.42 | 9.14 |
| POWERINDIA | 31415.40 | 121.72 | 140025.86 | 0.03 | 2941.50 | 2135.18 | 24936.90 | 1586.18 | 28.73 | 14.58 |
| GVT&D | 4545.00 | 623.18 | 116373.15 | 0.22 | 362.99 | 24.65 | 1836.14 | 38.04 | 75.51 | 25.10 |
| ENRIN | 3178.75 | 76.08 | 113201.81 | 0.13 | 440.90 | 67.83 | 2485.60 | 39.28 | 40.19 | 23.56 |
| WAAREEENER | 2627.50 | 19.80 | 75580.39 | 0.15 | 891.87 | 15.39 | 7931.79 | 79.22 | 37.92 | 18.15 |
| APARINDS | 17496.15 | 62.01 | 73260.47 | 0.34 | 4674.50 | 1677.98 | 65910.60 | 1191.31 | 31.84 | 11.50 |
| HAVELLS | 1114.80 | 42.84 | 69960.57 | 0.90 | 289.71 | -16.64 | 6518.19 | 19.48 | 25.74 | 7.15 |
| SUZLON | 44.16 | 19.31 | 60700.73 | 0.00 | 305.22 | -5.89 | 3829.09 | 22.83 | 35.79 | 15.55 |
| SCHNEIDER | 1227.70 | 159.75 | 29354.80 | 0.00 | 12.44 | -69.84 | 651.36 | 4.78 | 31.01 | 5.23 |
| TDPOWERSYS | 804.85 | 91.45 | 25148.09 | 0.13 | 862.93 | 72.33 | 6400.54 | 72.10 | 34.01 | 19.00 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 495 | 496 | 744 | 472 | 593 | 600 | 857 | 587 | 622 | 650 | 1,029 | 590 | 651 | |
| 446 | 433 | 633 | 399 | 511 | 526 | 717 | 500 | 552 | 566 | 857 | 545 | 641 | |
| Operating Profit | 49 | 63 | 110 | 73 | 82 | 74 | 140 | 87 | 69 | 84 | 173 | 45 | 10 |
| OPM % | 9.99% | 12.63% | 14.85% | 15.52% | 13.78% | 12.37% | 16.35% | 14.77% | 11.15% | 12.89% | 16.77% | 7.64% | 1.55% |
| 2 | -2 | 2 | 3 | 3 | 9 | 25 | 6 | 4 | 4 | -20 | 15 | 7 | |
| Interest | 12 | 12 | 12 | 32 | 13 | 12 | 11 | 13 | 11 | 11 | 14 | 15 | 15 |
| Depreciation | 5 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 7 | 7 | 8 | 10 | 9 |
| Profit before Tax | 35 | 43 | 94 | 38 | 65 | 65 | 147 | 73 | 56 | 70 | 130 | 35 | 17 |
| Tax % | 0.00% | 0.00% | 3.18% | 91.42% | 25.77% | 15.89% | 25.02% | 25.30% | 26.21% | 25.23% | 25.60% | 37.78% | 26.78% |
| Net Profit | 35 | 43 | 91 | 3 | 48 | 54 | 111 | 55 | 41 | 52 | 97 | 22 | 12 |
| 1.46 | 1.79 | 3.80 | 0.14 | 2.03 | 2.27 | 4.62 | 2.28 | 1.72 | 2.19 | 4.06 | 0.92 | 0.52 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,263 | 1,314 | 1,390 | 1,384 | 1,297 | 1,530 | 1,777 | 2,207 | 2,637 | 2,891 | 2,920 | |
| 1,390 | 1,333 | 1,360 | 1,357 | 1,233 | 1,444 | 1,612 | 1,912 | 2,266 | 2,524 | 2,609 | |
| Operating Profit | -127 | -19 | 30 | 27 | 64 | 86 | 165 | 295 | 370 | 367 | 312 |
| OPM % | -10.03% | -1.45% | 2.18% | 1.95% | 4.92% | 5.63% | 9.27% | 13.38% | 14.05% | 12.70% | 10.67% |
| 20 | 25 | 15 | 13 | 6 | 7 | 31 | 6 | 54 | 7 | 6 | |
| Interest | 42 | 44 | 44 | 48 | 48 | 48 | 53 | 69 | 49 | 51 | 55 |
| Depreciation | 27 | 27 | 26 | 22 | 22 | 17 | 19 | 22 | 25 | 32 | 34 |
| Profit before Tax | -176 | -65 | -24 | -30 | -1 | 28 | 124 | 210 | 350 | 292 | 253 |
| Tax % | -0.00% | -0.00% | -0.00% | -0.00% | -0.00% | 0.00% | 0.00% | 18.08% | 23.54% | 27.10% | 27.28% |
| Net Profit | -176 | -65 | -24 | -30 | -1 | 28 | 124 | 172 | 268 | 213 | 184 |
| EPS | -7.41 | -2.70 | -1.02 | -1.24 | -0.04 | 1.16 | 5.17 | 7.19 | 11.20 | 8.89 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 7%
- 5 Years:
- 17%
- 3 Years:
- 18%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 20%
STOCK PRICE CAGR
- 10 Years:
- 25%
- 5 Years:
- 61%
- 3 Years:
- 54%
- 1 Year:
- 40%
RETURN ON EQUITY
- 10 Years:
- 37%
- 5 Years:
- 152%
- 3 Years:
- 60%
- Last Year:
- 32%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 |
| 58 | -7 | -38 | -60 | -58 | -25 | 90 | 235 | 501 | 713 | |
| 483 | 343 | 456 | 493 | 547 | 507 | 533 | 488 | 516 | 534 | |
| Trade Payables | 490 | 643 | 472 | 446 | 428 | 459 | 483 | 462 | 500 | 628 |
| 196 | 258 | 210 | 193 | 185 | 181 | 203 | 349 | 368 | 421 | |
| Total Liabilities | 1,274 | 1,284 | 1,148 | 1,119 | 1,149 | 1,170 | 1,356 | 1,582 | 1,933 | 2,344 |
| 347 | 354 | 308 | 314 | 300 | 309 | 320 | 401 | 419 | 462 | |
| Capital Work in Progress | 16 | 5 | 6 | 3 | 8 | 5 | 14 | 32 | 86 | 102 |
| 220 | 272 | 242 | 218 | 220 | 226 | 297 | 297 | 339 | 421 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 656 | 667 | 813 | |
| Cash & Bank | 21 | 51 | 18 | 13 | 23 | 36 | 20 | 47 | 258 | 358 |
| 670 | 603 | 573 | 571 | 598 | 595 | 705 | 148 | 163 | 189 | |
| Total Assets | 1,274 | 1,284 | 1,148 | 1,119 | 1,149 | 1,170 | 1,356 | 1,582 | 1,933 | 2,344 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| -134 | 159 | -48 | 9 | 9 | 122 | 91 | 189 | 308 | 224 | |
| Cash from Investing | -30 | -17 | 18 | -13 | -9 | -25 | -38 | -57 | -60 | -93 |
| Cash from Financing | 185 | -110 | 2 | 2 | 11 | -82 | -64 | -105 | -33 | -35 |
| 20 | 29 | -32 | -7 | 9 | 13 | -14 | 28 | 215 | 96 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-11 - Schneider Electric Infrastructure Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on September 10, 2025. Further, the company has informed the Exchange regarding voting results.
2026-09-10 - Schneider Electric Infrastructure Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on September 10, 2025
2026-09-09 - Schneider Electric Infrastructure Limited has informed the Exchange about Action(s) initiated or orders passed
2026-08-20 - Schneider Electric Infrastructure Limited has informed the Exchange about Transcript
2026-08-20 - Schneider Electric Infrastructure Limited has informed the Exchange about Copy of Newspaper Publication
2026-08-19 - Schneider Electric Infrastructure Limited has informed the Exchange regarding 'Letter to shareholders with non - Registered mail Ids - 2025-26'.
2026-08-18 - Schneider Electric Infrastructure Limited has informed the Exchange about General Updates on 16th AGM and Annual Report of the Company for 2025-26.
2026-08-18 - Schneider Electric Infrastructure Limited has informed the Exchange about Shareholders meeting
2026-08-17 - Schneider Electric Infrastructure Limited has informed the Exchange about Link of Recording
News
Recent coverage and analyst commentary for SCHNEIDER
Loading news…
AI Stock Analyst
Schneider Electric Infrastructure Ltd.
Sign in to Chat with AI
Log in with your 5nance account to ask institutional questions about performance, financials, and outlook.
✨ Sign In to ChatFree 5nance Account

